SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,097 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.59 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $722,481 | +18.2% | 10,210 | +21.3% | 0.05% | +19.5% |
Q2 2023 | $611,394 | +9.1% | 8,419 | +10.0% | 0.04% | +2.5% |
Q1 2023 | $560,205 | +6.0% | 7,657 | +9.5% | 0.04% | -2.4% |
Q4 2022 | $528,380 | +34.8% | 6,995 | +18.7% | 0.04% | +20.6% |
Q3 2022 | $392,000 | -6.7% | 5,895 | +0.6% | 0.03% | -2.9% |
Q2 2022 | $420,000 | -8.3% | 5,861 | +0.6% | 0.04% | +2.9% |
Q1 2022 | $458,000 | +31.6% | 5,827 | +35.4% | 0.03% | +41.7% |
Q4 2021 | $348,000 | +9.4% | 4,304 | +0.4% | 0.02% | 0.0% |
Q3 2021 | $318,000 | -1.5% | 4,287 | +0.4% | 0.02% | -4.0% |
Q2 2021 | $323,000 | +4.2% | 4,271 | +0.3% | 0.02% | -7.4% |
Q1 2021 | $310,000 | +14.0% | 4,257 | +0.3% | 0.03% | 0.0% |
Q4 2020 | $272,000 | +288.6% | 4,243 | +165.2% | 0.03% | +92.9% |
Q4 2016 | $70,000 | +2.9% | 1,600 | 0.0% | 0.01% | 0.0% |
Q3 2016 | $68,000 | +3.0% | 1,600 | 0.0% | 0.01% | 0.0% |
Q2 2016 | $66,000 | +3.1% | 1,600 | 0.0% | 0.01% | 0.0% |
Q1 2016 | $64,000 | +3.2% | 1,600 | 0.0% | 0.01% | -6.7% |
Q4 2015 | $62,000 | +100.0% | 1,600 | +87.6% | 0.02% | +87.5% |
Q3 2015 | $31,000 | – | 853 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
APPLETON GROUP, LLC | 220,012 | $15,568,050 | 54.37% |
Keystone Financial Planning, Inc. | 1,680,787 | $118,932,500 | 41.55% |
CGC Financial Services, LLC | 674,274 | $47,711,653 | 33.36% |
Kellett Wealth Advisors, LLC | 415,824 | $29,423,721 | 25.21% |
Reitz Capital Advisors LLC | 182,801 | $12,854,578 | 24.55% |
Rezny Wealth Management, Inc. | 900,063 | $63,688,458 | 22.42% |
Walker Financial Services, Inc. | 318,384 | $22,528,836 | 21.89% |
Dechtman Wealth Management, LLC | 997,308 | $70,570 | 20.90% |
Wealth Management Solutions, LLC | 413,874 | $29,285,743 | 20.08% |
HHM Wealth Advisors, LLC | 1,443,765 | $102,160,873 | 19.96% |